Recruiting a Portfolio FD

If you have taken the decision to recruit a Part-time Finance Director or Portfolio FD then the next challenge you face is finding a good one and local to you.   The niche of Portfolio FD roles is growing quickly but at the time of writing this blog post it is still just that a niche area rather than fully mainstream recruiment.  Often I hear of clients meeting potential candidates and hearing how they are based hundreds of miles from the potential client, that doesn’t make for a responsive or committed candidate.

The best approach is to locate someone relatively close to your location, Portfolio FD’s are used to commuting but any more than one hour driving is probably too much.

Where is the best place to find a Portfolio FD?  Searching on the likes of Google is an idea though you are only realistically going to find recruitment agencies, if you are working with a venture capitalist or private equity house then often they will have a network in place that you can draw upon.  Your Auditors have similar though  more informal panels often made up of former employees.

Linkedin is a great place – search for Portfolio FD and your location and an increasing number of potential candidates appear and best of all you can make a direct approach and pitch a role.  This is however very time consuming and you are better often just biting the bullet and paying an agency fee either upfront or on an ongoing basis.

The best candidate is one that has both experience of being a Portfolio or Part-Time FD and one that has experience in your industry niche, or otherwise has skills in the areas your business has challenges with.  The advantage of FD Capital is that we are focussed on Portfolio FD’s, Finance Directors and Chief Financial Officer roles, we don’t recruit junior roles or other C-Suite executives.  Because of our focus we have a great database of high calibre and high quality financial professionals available to draw on.  We are also FD’s ourselves so know better than anyone what is involved and what skill sets are needed.   We also have a growing number of FD’s with Search Marketing skills, which is ideal if your business is growing or intends to grow its digital channel.

Recruiting a Portfolio FD

Often we have team members who have worked exclusively with FD Capital available, and sometimes for an immediate start, so we can vouch for them in a way that a regular agency would never be able to.    We also have experienced recruiters within our team, so we really know how to head hunt candidates to match event he most testing and specific brief.   A lot of our Portfolio FD have experience with PE houses and venture capitalists so if you are seeking to fund raise then our team can have a wide network of contacts available to draw on, plus successful experience in raising funds themselves previously for other clients.

Here at FD Capital we are a niche Finance Director specialist recruitment service, we focus on Part-time FD’s and full time roles and have a wide range of candidates mainly around the West Midlands and London areas though not exclusively we cover wider locations also.  Reach out to us today and let’s discuss your Portfolio or Part time Finance Director requirements.  Dealing with a specialist Part time and Portfolio FD recruitment business is the best advice.  Most of our team are ICAEW qualified accountants.

To get an understanding of the areas FD Capital covers please review the following pages to see the disciplines currently on offer:-

• Part Time FD’s – This is our main focus covering the London and West Midlands areas.
• Portfolio FD’s – Part Time FD’s who work for multiple businesses.
• Private Equity FD’s – Finance Directors with experience of working with Private Equity Houses and Venture Capitalists.
• Interim FD’s – Finance Directors needed for short periods.
• Turnaround FD’s – Finance Directors with particular experience of distressed situations and turnarounds.
• E-Commerce FD – Finance Directors with expertise with E-Commerce website and Search marketing.
• Non-Executive FD – Non Executives or NED’s with finance expertise for boards.

Hopefully you can see that we are a niche agency and specialist / boutique finance house offering recruitment but also professional solutions through executive recruitment.

Some further information is included below relating to specific areas where members of our team operate from or are based out of.

Telford Finance Director – located in Shropshire an ideal location for Telford and Shrewsbury based clients.

Shropshire Finance Director – A very experienced FD with 20 years of debt and equity funding experience immediately available.

Wolverhampton Finance Director – Highly experienced team members who can cover the wolves area.

Birmingham Finance Director – based in our second city team members ideally located to service the Birmingham and nearby areas.

Manchester Finance Director – We now offer FD’s and CFO’s in the Manchester area and up to Preston in Lancashire.

Leeds Finance Director – We now offer FD’s and CFO’s in the Leeds area.

London Finance Director – We have a number of talented experienced FCA’s living and working in London ideal for your business.

Oxford Finance Director – We have a number of talented experienced FD’s and CFO’s living and working in Oxford

Recruiting a Portfolio FD

Finding roles within the Portfolio FD space can be a challenge as they are far less common than regular FD roles, but it is a growing area, and companies like FD Captial Recruitment are appearing and the market is developing.   If you are seeking a Finance Director or CFO for your business why not reach out to us today on 020 3287 9501 we will be delighted to chat you through the process and meet you either for a coffee or virtually using teams / zoom.

If you are looking for your next FD or CFO role, then make sure to call us, then keep an eye on our jobs page as we regularly have new roles coming in.   As we already have an established network many of our roles are not advertised as we can fulfill them in-house, if you would like to join our panel of candidates reach out today and we’ll be happy to talk with you.

Adrian Lawrence

Adrian Lawrence FCA with over 25 years of experience as a finance leader and a Chartered Accountant,  BSc graduate from Queen Mary College, University of London.

I help my clients achieve their growth and success goals by delivering value and results in areas such as Financial Modelling, Finance Raising, M&A, Due Diligence, cash flow management, and reporting. I am passionate about supporting SMEs and entrepreneurs with reliable and professional Chief Financial Officer or Finance Director services.